Sugarloaf Wealth Management’s Invesco High Yield Equity Dividend Achievers ETF PEY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.15M | Buy |
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2024
Q3 | $1.18M | Buy |
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2024
Q2 | $1.05M | Buy |
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|
2024
Q1 | $1.11M | Buy |
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|
2023
Q4 | $1.13M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.02M | Buy |
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|
2023
Q1 | $861K | Hold |
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|
2022
Q4 | $894K | Sell |
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|
2022
Q3 | $806K | Hold |
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|
2022
Q2 | $890K | Hold |
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|
2022
Q1 | $946K | Hold |
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|
2021
Q4 | $912K | Hold |
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|
2021
Q3 | $858K | Hold |
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|
2021
Q2 | $895K | Buy |
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|
2021
Q1 | $877 | Sell |
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|
2020
Q4 | $753K | Hold |
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|
2020
Q3 | $622K | Hold |
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|
2020
Q2 | $624K | Hold |
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|
2020
Q1 | $561K | Hold |
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|
2019
Q4 | $823K | Buy |
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